Yardley Wealth Management’s Avantis US Large Cap Value ETF AVLV Stock Holding History

Yardley Wealth Management’s Portfolio AVLV Stock Details AVLV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$8.84M	Buy	96,964 +1,419	+1%	+$125K	4.02%	13
2026 Q1	$7.7M	Buy	95,545 +542	+0.6%	+$44K	3.95%	13
2025 Q4	$7.2M	Buy	95,003 +1,679	+2%	+$124K	3.83%	13
2025 Q3	$6.74M	Sell	93,324 -8,199	-8%	-$579K	3.77%	13
2025 Q2	$6.92M	Buy	101,523 +3,597	+4%	+$232K	3.79%	12
2025 Q1	$6.39M	Sell	97,926 -14,235	-13%	-$965K	3.76%	12
2024 Q4	$7.47M	Buy	112,161 +18,269	+19%	+$1.24M	3.63%	13
2024 Q3	$6.18M	Buy	+93,892	New	+$5.98M	3.67%	13

Other funds holding AVLV

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

FWP

Falcon Wealth Planning Ontario, California $1.58B AUM 20.99% 1-Year Est. Return

PHWA

Petersen Hastings Wealth Advisors Kennewick, Washington $1.19B AUM

AWM

Apollon Wealth Management Mount Pleasant, South Carolina $8.23B AUM 30.88% 1-Year Est. Return

MFT

Moisand Fitzgerald Tamayo Orlando, Florida $1.02B AUM 21.26% 1-Year Est. Return

BHWM

Beaird Harris Wealth Management Dallas, Texas $1.6B AUM 16.64% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

BEI

Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return

VAMG

Voisard Asset Management Group Grand Rapids, Michigan $529M AUM 21.43% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Yardley Wealth Management's AVLV Position: Q2 2026 in Review

Yardley Wealth Management increased its Avantis US Large Cap Value ETF (AVLV) stake by 1.5% in Q2 2026, buying an estimated $125K and bringing the position to 96,964 shares worth $8.84M. The position accounts for 4.02% of the portfolio, ranked #13.

Yardley Wealth Management first reported a position in AVLV in Q3 2024 and has held it in 8 quarters since. 208 funds tracked by Wall St. Rank hold AVLV as of Q2 2026.

Yardley Wealth Management held 96,964 shares of Avantis US Large Cap Value ETF worth $8.84M as of Q2 2026.
Yardley Wealth Management bought 1,419 Avantis US Large Cap Value ETF shares in Q2 2026, an estimated $125K.
Avantis US Large Cap Value ETF made up 4.02% of Yardley Wealth Management's portfolio in Q2 2026, its #13 holding.
Yardley Wealth Management first reported a position in Avantis US Large Cap Value ETF in Q3 2024 and has held it in 8 quarters since.
208 funds tracked by Wall St. Rank held Avantis US Large Cap Value ETF as of Q2 2026.

Based on Yardley Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.